JANA PARTNERS LLC Overview
Jana Partners Llc is a hedge fund that manages 13.9 BN dollars in regulatory AUM and has 51 employees, of which 17 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/02 to 06/30/19. The fund's latest filing disclosed 1BN in positions, representing 9% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 06/30/19. The fund's latest filing disclosed 1BN in positions, representing 9% of the manager's regulatory AUM.
JANA PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JANA PARTNERS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CAG | 33.37% | Cons. Staples | 11.63% | 2.48% | 1 | 7% | ||
| ZBH | 18.55% | Health | 21.06% | 4.04% | 1 | 10% | ||
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FEATURED IN
JANA PARTNERS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Barry Rosenstein | Managing Partner And Co-Portfolio Manager | April-2001 |
| Gary Claar | Non-Managing Member | January-2013 |
| Charles Penner | Chief Legal Officer And Partner | April-2005 |
| Dominic Varrialle | Chief Financial Officer | May-2010 |
| Jay Young | Chief Administrative Officer | September-2011 |
| David Didomenico | Partner And Co-Portfolio Manager | April-2011 |
| Nikhil Mittal | Partner | January-2012 |
| Scott Ostfeld | Partner And Co-Portfolio Manager, Jana Strategic Investments | December-2009 |
| Lorelei B. Martin | Chief Compliance Officer | June-2012 |
| Barry Rosenstein | Direct Owner Of Relying Adviser | September-2010 |
| Charles Penner | Direct Owner Of Relying Adviser | September-2010 |
| Scott Ostfeld | Direct Owner Of Relying Adviser | September-2010 |
JANA PARTNERS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
JANA PARTNERS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis and Investment Strategies
While our methods of analysis and investment strategy may vary to some extent for each Client Account, we primarily employ a long/short “value + catalyst” strategy to identify attractive investment opportunities over the full cycle of market and economic conditions. We primarily seek investments that can be made at discounts to our estimates of intrinsic value as determined by fundamental analysis and where there are one or more identifiable catalysts for recognition of that value within a defined investment timeframe. Such catalysts may include, among other events, a material corporate event (such as a sale of the company, restructuring or recapitalization), a significant change in the business model or a change in management, competitive position, or market recognition. Our short strategy typically represents the inverse of our long strategy. Also, in some c...
Unlock Full Investment Process Description
While our methods of analysis and investment strategy may vary to some extent for each Client Account, we primarily employ a long/short “value + catalyst” strategy to identify attractive investment opportunities over the full cycle of market and economic conditions. We primarily seek investments that can be made at discounts to our estimates of intrinsic value as determined by fundamental analysis and where there are one or more identifiable catalysts for recognition of that value within a defined investment timeframe. Such catalysts may include, among other events, a material corporate event (such as a sale of the company, restructuring or recapitalization), a significant change in the business model or a change in management, competitive position, or market recognition. Our short strategy typically represents the inverse of our long strategy. Also, in some c...
Unlock Full Investment Process Description
JANA PARTNERS LLC Portfolio Concentration
JANA PARTNERS LLC Location
767 FIFTH AVENUE
8TH FLOOR
NEW YORK, New York
UNITED STATES, 10153
8TH FLOOR
NEW YORK, New York
UNITED STATES, 10153
JANA PARTNERS LLC Contact Information
Phone Number: 212-455-0900
Fax Number: 212-455-0901
Website: https://www.janapartners.com
Fax Number: 212-455-0901
Website: https://www.janapartners.com
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